Keystone Wealth Services’s iShares Global Energy ETF IXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,402	Closed	-$381K	–	261
2024 Q3	$381K	Buy	9,402 +102	+1%	+$4.13K	0.11%	173
2024 Q2	$386K	Sell	9,300 -1,250	-12%	-$51.9K	0.12%	152
2024 Q1	$453K	Sell	10,550 -345	-3%	-$14.8K	0.15%	137
2023 Q4	$426K	Buy	+10,895	New	+$426K	0.15%	134